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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,266 |
THE AIMPOINT GROUP1 year Service code 13 · EIN 46-1931817 | Contract Administrator | $18,733 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1531281 | Advisory (Plan) | $13,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,449 | $59,328+138.4% | $118,925+18.9% | $73,488+92.5% |
| Participation rate | 50.4% | 62.3%-11.9pp | 75.4%-25.0pp | 70.7%-20.3pp |
| Annual return | 10.46% | 19.13%-8.7pp | 35.88%-25.4pp | 28.51%-18.1pp |
| Employer contribution / active EE | $1,111 | $1,803-38.4% | $3,263-65.9% | $2,270-51.0% |
| Participant deferral / active EE | $2,939 | $2,604+12.9% | $4,265-31.1% | $3,740-21.4% |
| Admin fee / account holder | $484 | $600-19.4% | $6,581-92.6% | $513-5.7% |